See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,176 | $67,331-74.5% | $60,874-71.8% | $134,475-87.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -26.08% | 49.93%-76.0pp | 16.90%-43.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,646 | $3,096-46.9% | $2,701-39.1% | $4,740-65.3% |
| Participant deferral / active EE | $6,257 | $4,538+37.9% | $3,817+63.9% | $6,400-2.2% |
| Admin fee / account holder | $1,583 | $4,582-65.5% | $3,224-50.9% | $11,426-86.1% |